Ownership history in EverSource Wealth Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF (TPLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,225 | -567 | -8.3% | 0.01% | $172K | $27.48 |
| 2025 Q2 | REDUCED | 6,792 | -642 | -8.6% | 0.01% | $182K | $26.68 |
| 2025 Q1 | REDUCED | 7,434 | -142 | -1.9% | 0.01% | $189K | $25.21 |
| 2024 Q4 | REDUCED | 7,576 | -1,315 | -14.8% | 0.01% | $194K | $25.35 |
| 2024 Q3 | REDUCED | 8,891 | -6,077 | -40.6% | 0.01% | $233K | $25.95 |
| 2024 Q2 | REDUCED | 14,968 | -13,723 | -47.8% | 0.03% | $377K | $23.88 |
| 2024 Q1 | UNCHANGED | 28,691 | — | 0% | 0.06% | $654K | $24.74 |
| 2023 Q4 | REDUCED | 28,691 | -11,235 | -28.1% | 0.06% | $654K | $22.39 |
| 2023 Q3 | REDUCED | 39,926 | -12,245 | -23.5% | 0.09% | $878K | $21.52 |
| 2023 Q2 | REDUCED | 52,171 | -15,916 | -23.4% | 0.13% | $1.2M | $22.39 |